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Moelis & Co

379 hedge funds and large institutions have $4.34B invested in Moelis & Co in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.23M | Put options by funds: $759K

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

8% more funds holding

Funds holding: 351379 (+28)

4.49% more ownership

Funds ownership: 100.77%105.27% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

17% less capital invested

Capital invested by funds: $5.26B → $4.34B (-$918M)

Holders
379
Holders Change
+28
Holders Change %
+7.98%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
160
Reduced
100
Closed
42
Calls
$4.23M
Puts
$759K
Net Calls
+$3.47M
Net Calls Change
-$4.18M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$3.4M +$446K +6,321 +12%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$3.33M +$1.23M +17,500 +44%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$3.33M +$4.06M +57,523 New
RBA
104
Richard Bernstein Advisors
New York
$3.21M -$127K -1,803 -3%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.06M +$52.9K +751 +1%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$3.03M -$191K -2,712 -5%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$2.94M +$202K +2,868 +6%
PCC
108
Park Circle Company
Maryland
$2.93M
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$2.9M +$1.89M +26,832 +117%
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$2.85M +$430K +6,105 +14%
NW
111
NewEdge Wealth
Pennsylvania
$2.79M -$134K -1,901 -4%
Comerica Bank
112
Comerica Bank
Texas
$2.75M -$85.8K -1,217 -3%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$2.67M +$3.22M +45,688 New
P
114
&Partners
Tennessee
$2.65M +$282K +3,999 +10%
FNBOO
115
First National Bank of Omaha
Nebraska
$2.59M +$60.8K +862 +2%
BMSSC
116
B. Metzler seel. Sohn & Co
Germany
$2.54M +$142K +2,019 +5%
NIP
117
Nicholas Investment Partners
California
$2.52M +$3.04M +43,101 New
EF
118
Empowered Funds
Pennsylvania
$2.5M +$824K +11,692 +38%
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
$2.46M +$130K +1,839 +5%
IMRF
120
Illinois Municipal Retirement Fund
Illinois
$2.44M +$210K +2,974 +8%
BCI
121
Brinker Capital Investments
Pennsylvania
$2.4M +$392K +5,563 +16%
OPS
122
Orion Portfolio Solutions
Nebraska
$2.4M +$392K +5,563 +16%
IIM
123
INTECH Investment Management
Florida
$2.4M +$1.1M +15,645 +62%
MIM
124
MetLife Investment Management
New Jersey
$2.39M -$120K -1,695 -4%
SOADOR
125
State of Alaska Department of Revenue
Alaska
$2.28M -$70.8K -1,004 -3%